- Manager
- Zen Wealth Management Services
- Service
- Discretionary
- Asset class
- Equity
Multicap Strategy
+5.20%
1-year return
Benchmark BSE500TRI −2.33% · to 30 Sep 2026
Zen Wealth Management Services’ Multicap Strategy returned 5.20% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE500TRI. It managed ₹276 crore across its clients.
Key numbers
- AUM
- ₹276 Cr
- Benchmark
- BSE500TRI
- Turnover, past year
- 0.27×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE500TRI | Difference |
|---|---|---|---|
| 1 month | −4.34% | −5.57% | +1.23% |
| 3 months | −0.46% | −3.59% | +3.13% |
| 6 months | +11.37% | +8.07% | +3.30% |
| 1 year | +5.20% | −2.33% | +7.53% |
| 2 years | −0.88% | −3.93% | +3.05% |
| 3 years | +9.42% | +9.20% | +0.22% |
| 4 years | +14.05% | +11.22% | +2.83% |
| 5 years | +11.73% | +8.91% | +2.82% |
| Since inception | +14.30% | +14.05% | +0.25% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity89.81%₹248 Cr
- Cash and other7.30%₹20.15 Cr
- Mutual funds2.89%₹7.98 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.66 Cr
- Net, Sep 2026
- −₹0.66 Cr
- Net, FY to date
- −₹6.88 Cr
- Turnover, month
- 0.01×
- Turnover, past year
- 0.27×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Multicap Strategy returned?
5.20% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.34%; 3 months: −0.46%; 6 months: 11.37%; 1 year: 5.20%; 2 years: −0.88%; 3 years: 9.42%; 4 years: 14.05%; 5 years: 11.73%; Since inception: 14.30%.
How has it done against its benchmark?
Its benchmark, the BSE500TRI, returned −2.33% over the year, so the strategy was 7.53 percentage points ahead.
How much does Multicap Strategy manage?
₹276 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Multicap Strategy?
Zen Wealth Management Services, a SEBI-registered portfolio manager (INP000000936), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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